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Rising Russian investment will cause structural change

Location:

RUSSIA

The war in Ukraine, Western sanctions and the redirection of external trade away from Europe towards new partners all required a surge in investment. The bulk of new investment…

Colombian capital braces for long-term water rationing

Location:

COLOMBIA

The capital obtains almost all of its water from rainfall, rather than from subterranean aquifers. Concerns are mounting over water security as increasing temperatures and longer…

China’s grain production will be focused in the north

Location:

CHINA

The Ministry of Agriculture and Rural Affairs said that the country’s 37 genetically modified (GM) corn varieties and 14 GM soybean varieties have passed preliminary examinations…

Japan’s agricultural exports will increase

Location:

JAPAN

Although agriculture accounts for less than 1% of Japan’s GDP and total employment, its development has come into the focus of public attention amid rising food security concerns.

Mexico will be a key player in US-China trade tensions

Location:

MEXICO

However, it appears to have done so in no small part due to geopolitics rather than the strength of its own economy. Chinese investments and Mexican imports of Chinese products…

War in Ukraine will revive but not ease EU enlargement

Location:

EUROPE

It proposes fast-tracking the EU membership applications of Ukraine, Moldova and (subject to conditions) Georgia, an unprecedented geopolitical decision. Its recommendations have…

US trade exposure to China will remain high

Location:

CHINA/UNITED STATES

In January-November, imports of Chinese goods dropped more than 20% year-on-year. China’s share of total US imports plunged to 13.9% from 16.7% in the same period in 2022, while…

Peru's growth will remain sluggish this year

Location:

PERU

The economy is increasingly dependent on the mining sector and on mineral sales to China. The domestic economy remains hampered by depressed internal demand.

Commercial property poses risks for narrow focus banks

Location:

EUROPE

Banks in larger EU states are heavily exposed to European and US CRE markets, which have further to fall in 2024. Writedowns are underway, dealing a blow to sentiment and harming…

Russia's overheating economy will cool

Location:

RUSSIA

Soaring government spending, driven by the war in Ukraine, has pushed economic activity beyond levels many thought possible given the available supply of labour and capital. Yet…